Accounts Manager Client Manager Senior Accounts Manager Associate Director Accounts Director Axminster Competitive Salary (DOE) Full-Time Hybrid & Flexible Working Permanent Introduction Acorn by Synergie is recruiting on behalf of a highly respected Top 50 accountancy practice for an experienced Accounts Manager / Director to join their successful team in Axminster . This is a rare opportunity for an ambitious Accounts Manager seeking a genuine pathway to Director or an experienced Accounts Director looking for a fresh challenge within a growing, people-focused firm where career progression is actively supported. Working with a diverse portfolio of clients, you'll provide technical expertise, commercial advice, and leadership while playing a key role in the continued growth and success of the practice. Key Duties Manage and develop a varied portfolio of business clients. Build trusted, long-term client relationships by acting as a strategic adviser. Review and prepare statutory accounts for limited companies, partnerships, and sole traders. Prepare and review corporate and personal tax returns. Oversee VAT compliance and HMRC submissions. Support business start-ups, company incorporations, and HMRC registrations. Deliver proactive business and tax planning advice. Support audit and charity/not-for-profit assignments where required. Lead, mentor, and develop junior members of the team. Manage workflow, review work, and ensure deadlines are achieved. Support Directors and Partners with technical and advisory projects. Identify opportunities to strengthen client relationships and grow service offerings. Requirements ACA or ACCA qualified. Previous experience working at Accounts Manager level or above within an accountancy practice. Strong experience preparing and reviewing statutory accounts and tax returns. Experience managing your own client portfolio. Excellent leadership and people management skills. Strong commercial awareness with a proactive approach. Excellent communication and relationship-building skills. Audit and charity/not-for-profit experience is advantageous but not essential. Ambition to progress your career within a successful and growing practice. What We Offer Competitive salary dependent on experience. Clear progression towards Director and Partnership . Annual salary reviews. Hybrid and flexible working. 25 days' annual leave plus bank holidays. Enhanced employer pension contributions. Death in Service benefit (3x salary). Health and wellbeing scheme. Employee Assistance Programme. Holiday buy/sell scheme. Cycle to Work scheme. Private Medical Insurance options. Enhanced maternity and paternity pay. Supportive, collaborative culture with genuine long-term career opportunities. Interested? If you're looking for your next opportunity as an Accounts Manager , Client Manager , Senior Accounts Manager , Associate Director , or Accounts Director in Axminster , apply today with your up-to-date CV. Acorn by Synergie acts as an employment agency for permanent recruitment.
Jul 28, 2026
Full time
Accounts Manager Client Manager Senior Accounts Manager Associate Director Accounts Director Axminster Competitive Salary (DOE) Full-Time Hybrid & Flexible Working Permanent Introduction Acorn by Synergie is recruiting on behalf of a highly respected Top 50 accountancy practice for an experienced Accounts Manager / Director to join their successful team in Axminster . This is a rare opportunity for an ambitious Accounts Manager seeking a genuine pathway to Director or an experienced Accounts Director looking for a fresh challenge within a growing, people-focused firm where career progression is actively supported. Working with a diverse portfolio of clients, you'll provide technical expertise, commercial advice, and leadership while playing a key role in the continued growth and success of the practice. Key Duties Manage and develop a varied portfolio of business clients. Build trusted, long-term client relationships by acting as a strategic adviser. Review and prepare statutory accounts for limited companies, partnerships, and sole traders. Prepare and review corporate and personal tax returns. Oversee VAT compliance and HMRC submissions. Support business start-ups, company incorporations, and HMRC registrations. Deliver proactive business and tax planning advice. Support audit and charity/not-for-profit assignments where required. Lead, mentor, and develop junior members of the team. Manage workflow, review work, and ensure deadlines are achieved. Support Directors and Partners with technical and advisory projects. Identify opportunities to strengthen client relationships and grow service offerings. Requirements ACA or ACCA qualified. Previous experience working at Accounts Manager level or above within an accountancy practice. Strong experience preparing and reviewing statutory accounts and tax returns. Experience managing your own client portfolio. Excellent leadership and people management skills. Strong commercial awareness with a proactive approach. Excellent communication and relationship-building skills. Audit and charity/not-for-profit experience is advantageous but not essential. Ambition to progress your career within a successful and growing practice. What We Offer Competitive salary dependent on experience. Clear progression towards Director and Partnership . Annual salary reviews. Hybrid and flexible working. 25 days' annual leave plus bank holidays. Enhanced employer pension contributions. Death in Service benefit (3x salary). Health and wellbeing scheme. Employee Assistance Programme. Holiday buy/sell scheme. Cycle to Work scheme. Private Medical Insurance options. Enhanced maternity and paternity pay. Supportive, collaborative culture with genuine long-term career opportunities. Interested? If you're looking for your next opportunity as an Accounts Manager , Client Manager , Senior Accounts Manager , Associate Director , or Accounts Director in Axminster , apply today with your up-to-date CV. Acorn by Synergie acts as an employment agency for permanent recruitment.
City Elite Transaction Services Ltd
Milton Keynes, Buckinghamshire
Job Title: Corporate & Commercial Wealth Advisor The Opportunity An established UK bank is looking to add an experienced wealth adviser to its private client team, partnering closely with colleagues who look after business and commercial banking customers. You'll take on a book of affluent and high-net-worth individuals, becoming their go-to person for investment guidance and wider financial planning. What the Job Involves Looking after a portfolio of affluent clients, building relationships that last and encouraging clients to bring more of their banking to you Hitting personal growth and service targets while making sure every client interaction feels first-class Spotting changes in a client's circumstances or goals and adapting your advice accordingly Giving fully regulated advice on investments and financial products Staying on top of markets, products and planning strategies so your advice is always current Keeping thorough, compliant paperwork and records throughout Background We're Looking For Recent hands-on experience giving regulated investment advice Solid grasp of how wealth planning and investment strategy works for wealthier clients Wide-ranging knowledge of financial markets, products and the planning industry generally Some exposure to risk and controls within a private client, business banking or investment advice setting A Level 4 investment qualification as a minimum requirement Confident communicator who can build rapport and influence outcomes Comfortable working in a business that's constantly evolving Package Above-market holiday entitlement, with the ability to buy extra days Allowance towards a car Medical cover for you, paid for by the employer Death-in-service and income protection cover, with optional extras available Ability to buy into the company's employee share scheme Broad well-being support (physical, mental, social, financial) Enhanced leave for parents and support at other life stages Paid volunteering time Career progression within a large employer with an international footprint
Jul 28, 2026
Full time
Job Title: Corporate & Commercial Wealth Advisor The Opportunity An established UK bank is looking to add an experienced wealth adviser to its private client team, partnering closely with colleagues who look after business and commercial banking customers. You'll take on a book of affluent and high-net-worth individuals, becoming their go-to person for investment guidance and wider financial planning. What the Job Involves Looking after a portfolio of affluent clients, building relationships that last and encouraging clients to bring more of their banking to you Hitting personal growth and service targets while making sure every client interaction feels first-class Spotting changes in a client's circumstances or goals and adapting your advice accordingly Giving fully regulated advice on investments and financial products Staying on top of markets, products and planning strategies so your advice is always current Keeping thorough, compliant paperwork and records throughout Background We're Looking For Recent hands-on experience giving regulated investment advice Solid grasp of how wealth planning and investment strategy works for wealthier clients Wide-ranging knowledge of financial markets, products and the planning industry generally Some exposure to risk and controls within a private client, business banking or investment advice setting A Level 4 investment qualification as a minimum requirement Confident communicator who can build rapport and influence outcomes Comfortable working in a business that's constantly evolving Package Above-market holiday entitlement, with the ability to buy extra days Allowance towards a car Medical cover for you, paid for by the employer Death-in-service and income protection cover, with optional extras available Ability to buy into the company's employee share scheme Broad well-being support (physical, mental, social, financial) Enhanced leave for parents and support at other life stages Paid volunteering time Career progression within a large employer with an international footprint
Your new company Our client is a leading and highly regarded legal services organisation that are continuing growth within their Complex Litigation function, which has created an opportunity for a Professional Negligence Senior Associate to join its Bristol office. Renowned for delivering high-quality, customer-focused legal solutions, the business has strong insurer relationships and a consistent flow of complex work. It promotes a collaborative, inclusive culture where leadership, autonomy, and continuous development are actively encouraged. With a modern approach to hybrid working and a clear commitment to employee wellbeing, this is an excellent environment for experienced lawyers ready to step into a senior leadership role. Your new role Joining the Professional Negligence team you will play a key leadership role combining technical legal expertise with operational oversight. You will be responsible for supervising and mentoring team members, promoting best practice and ensuring the delivery of high-quality legal advice, while also managing a targeted caseload of complex, multi-track professional negligence disputes. Matters may include claims involving professional advisers and misrepresentation, often funded through legal expenses insurance. Key responsibilities include: Leading, mentoring and developing junior lawyers, embedding high standards of technical excellence and client care Supervising case handling to ensure accuracy, efficiency and commercial outcomes Managing a small caseload of complex professional negligence and misrepresentation claims Conducting early case assessment and shaping dispute strategy Ensuring compliance with legal expenses insurance policy requirements and regulatory standards Driving performance against SLAs, KPIs and financial targets Supporting departmental strategy, change initiatives and continuous improvement Using management information to monitor performance and identify opportunities for optimisation Promoting a culture of collaboration, knowledge sharing and excellence in customer outcomes This is a hybrid role, with a requirement to attend the Bristol office for part of the working week. What you'll need to succeed You will have: Qualified as a Solicitor or Chartered Legal Executive (CILEX) (or equivalent) Strong experience handling professional negligence disputes, ideally within a supervised or senior capacity Proven experience of technical supervision, mentoring or team leadership Experience working in an SRA-regulated environment Strong commercial awareness and ability to manage complex litigation strategically Excellent communication, stakeholder management and client care skills The ability to prioritise effectively and work under pressure managing multiple demands Strong analytical skills, including identifying legal and operational risks A proactive approach, with the confidence to lead, influence and drive performance This role will suit a senior litigator or existing Senior Associate looking to combine high-level legal work with meaningful leadership responsibility. What you'll get in return In return, you will receive: A competitive salary and comprehensive benefits package Hybrid and flexible working arrangements High-quality, consistent complex litigation work from established insurer clients A clear leadership role with genuine influence on team and departmental performance A supportive, high-performing and inclusive culture Ongoing professional development and clear progression opportunities What you need to do now If you are a Professional Negligence Lawyer seeking a senior leadership opportunity in Bristol, we would be delighted to hear from you. Apply now or contact Sheldon Carlisle at Hays Legal for a confidential discussion about this opportunity. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jul 28, 2026
Full time
Your new company Our client is a leading and highly regarded legal services organisation that are continuing growth within their Complex Litigation function, which has created an opportunity for a Professional Negligence Senior Associate to join its Bristol office. Renowned for delivering high-quality, customer-focused legal solutions, the business has strong insurer relationships and a consistent flow of complex work. It promotes a collaborative, inclusive culture where leadership, autonomy, and continuous development are actively encouraged. With a modern approach to hybrid working and a clear commitment to employee wellbeing, this is an excellent environment for experienced lawyers ready to step into a senior leadership role. Your new role Joining the Professional Negligence team you will play a key leadership role combining technical legal expertise with operational oversight. You will be responsible for supervising and mentoring team members, promoting best practice and ensuring the delivery of high-quality legal advice, while also managing a targeted caseload of complex, multi-track professional negligence disputes. Matters may include claims involving professional advisers and misrepresentation, often funded through legal expenses insurance. Key responsibilities include: Leading, mentoring and developing junior lawyers, embedding high standards of technical excellence and client care Supervising case handling to ensure accuracy, efficiency and commercial outcomes Managing a small caseload of complex professional negligence and misrepresentation claims Conducting early case assessment and shaping dispute strategy Ensuring compliance with legal expenses insurance policy requirements and regulatory standards Driving performance against SLAs, KPIs and financial targets Supporting departmental strategy, change initiatives and continuous improvement Using management information to monitor performance and identify opportunities for optimisation Promoting a culture of collaboration, knowledge sharing and excellence in customer outcomes This is a hybrid role, with a requirement to attend the Bristol office for part of the working week. What you'll need to succeed You will have: Qualified as a Solicitor or Chartered Legal Executive (CILEX) (or equivalent) Strong experience handling professional negligence disputes, ideally within a supervised or senior capacity Proven experience of technical supervision, mentoring or team leadership Experience working in an SRA-regulated environment Strong commercial awareness and ability to manage complex litigation strategically Excellent communication, stakeholder management and client care skills The ability to prioritise effectively and work under pressure managing multiple demands Strong analytical skills, including identifying legal and operational risks A proactive approach, with the confidence to lead, influence and drive performance This role will suit a senior litigator or existing Senior Associate looking to combine high-level legal work with meaningful leadership responsibility. What you'll get in return In return, you will receive: A competitive salary and comprehensive benefits package Hybrid and flexible working arrangements High-quality, consistent complex litigation work from established insurer clients A clear leadership role with genuine influence on team and departmental performance A supportive, high-performing and inclusive culture Ongoing professional development and clear progression opportunities What you need to do now If you are a Professional Negligence Lawyer seeking a senior leadership opportunity in Bristol, we would be delighted to hear from you. Apply now or contact Sheldon Carlisle at Hays Legal for a confidential discussion about this opportunity. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Employee Relations Manager (National Health Service) Directorate: Corporate Department: Human Resources and Organisational Development Reporting to: Head of Employee Relations Responsible for: Senior Employee Relations Advisers Employment type: Contract Working arrangement: Hybrid (3 days on-site) Hourly rate: 26.16 Location: Croydon Start date: ASAP About the role We are seeking an experienced Employee Relations Manager to join a complex NHS organisation in Croydon Working with the Head of Employee Relations, you will lead a professional service, oversee complex casework and ensure investigations are fair, consistent and completed on time You will promote early resolution, advise managers, manage the Employee Relations team and improve case quality, performance and NHS staff experience Main responsibilities Employee relations and case management Lead complex disciplinary, grievance, dignity at work, bullying and harassment, and capability cases Provide expert advice in line with NHS policies, employment law, ACAS guidance and best practice Manage complex investigations, hearings, appeals and formal processes Ensure investigations are thorough, evidence-based and completed on time Oversee investigation reports and hearing documentation Support managers presenting cases and advise hearing chairs and panels Identify and escalate procedural, evidential and organisational risks Maintain confidentiality and protect sensitive employee relations information Liaise with external legal advisers on legal and Employment Tribunal matters Build effective relationships with Trade Unions and senior stakeholders Team leadership Line-manage and develop Senior Employee Relations Advisers Set quality standards, allocate work fairly and monitor performance Track case progress, quality and completion times Keep the employee relations case-management system accurate and current Coordinate service cover and promote early, compassionate resolution Policy, training and service development Draft, review and implement policies in line with NHS Terms and Conditions, employment law and best practice Develop guidance, templates and tools for managers and employees Design and deliver employee relations training for NHS managers Maintain intranet guidance and resources Promote fair treatment and a compassionate employee relations culture Capture lessons learned and implement service improvements Lead or support employee relations projects Data, reporting and assurance Analyse employee relations data to identify trends, risks and improvement opportunities Produce KPI and performance reports for senior management Monitor case timelines, outcomes and disparities relating to protected characteristics Develop action plans where concerns or inequalities are identified Support Freedom of Information and Subject Access Requests within required timescales General responsibilities Deputise for the Head of Employee Relations Work independently and manage competing priorities Support junior colleagues and the wider NHS HR team Maintain current knowledge of employment law and NHS HR practice Complete appraisal, professional development and mandatory training requirements Person specification Essential qualifications and experience Degree-level qualification or equivalent CIPD qualified and registered Evidence of continuing professional development Extensive employee relations experience within the NHS or another complex organisation Experience managing complex investigations, hearings and sensitive people matters Experience in a multidisciplinary and unionised environment Experience advising senior managers and influencing stakeholders Experience developing policies and delivering employee relations training Experience managing and developing a team Essential knowledge and skills Strong knowledge of employee relations, employment law and HR best practice Ability to interpret and apply employment law in complex cases Excellent communication, negotiation and influencing skills Confidence handling conflict and emotionally sensitive situations Strong planning, prioritisation and independent decision-making skills Ability to analyse data and present findings clearly Good Microsoft Word, Excel and PowerPoint skills Experience using the NHS Electronic Staff Record or a comparable HR system Desirable Postgraduate Certificate in Employment Law or equivalent Previous NHS experience PRINCE2 or another relevant project-management qualification Important Information Applicants must be UK residents No visa sponsorship is available for this role This role is hybrid, requiring three days on-site each week, with no fully remote option Salt contact: Robert Sprigens, (url removed) About this advert This advert provides a simplified overview of the position. Applicants whose qualifications and experience align with the role requirements will receive the full job description following submission and initial review of their application. Rates depend on experience and client requirements
Jul 28, 2026
Seasonal
Employee Relations Manager (National Health Service) Directorate: Corporate Department: Human Resources and Organisational Development Reporting to: Head of Employee Relations Responsible for: Senior Employee Relations Advisers Employment type: Contract Working arrangement: Hybrid (3 days on-site) Hourly rate: 26.16 Location: Croydon Start date: ASAP About the role We are seeking an experienced Employee Relations Manager to join a complex NHS organisation in Croydon Working with the Head of Employee Relations, you will lead a professional service, oversee complex casework and ensure investigations are fair, consistent and completed on time You will promote early resolution, advise managers, manage the Employee Relations team and improve case quality, performance and NHS staff experience Main responsibilities Employee relations and case management Lead complex disciplinary, grievance, dignity at work, bullying and harassment, and capability cases Provide expert advice in line with NHS policies, employment law, ACAS guidance and best practice Manage complex investigations, hearings, appeals and formal processes Ensure investigations are thorough, evidence-based and completed on time Oversee investigation reports and hearing documentation Support managers presenting cases and advise hearing chairs and panels Identify and escalate procedural, evidential and organisational risks Maintain confidentiality and protect sensitive employee relations information Liaise with external legal advisers on legal and Employment Tribunal matters Build effective relationships with Trade Unions and senior stakeholders Team leadership Line-manage and develop Senior Employee Relations Advisers Set quality standards, allocate work fairly and monitor performance Track case progress, quality and completion times Keep the employee relations case-management system accurate and current Coordinate service cover and promote early, compassionate resolution Policy, training and service development Draft, review and implement policies in line with NHS Terms and Conditions, employment law and best practice Develop guidance, templates and tools for managers and employees Design and deliver employee relations training for NHS managers Maintain intranet guidance and resources Promote fair treatment and a compassionate employee relations culture Capture lessons learned and implement service improvements Lead or support employee relations projects Data, reporting and assurance Analyse employee relations data to identify trends, risks and improvement opportunities Produce KPI and performance reports for senior management Monitor case timelines, outcomes and disparities relating to protected characteristics Develop action plans where concerns or inequalities are identified Support Freedom of Information and Subject Access Requests within required timescales General responsibilities Deputise for the Head of Employee Relations Work independently and manage competing priorities Support junior colleagues and the wider NHS HR team Maintain current knowledge of employment law and NHS HR practice Complete appraisal, professional development and mandatory training requirements Person specification Essential qualifications and experience Degree-level qualification or equivalent CIPD qualified and registered Evidence of continuing professional development Extensive employee relations experience within the NHS or another complex organisation Experience managing complex investigations, hearings and sensitive people matters Experience in a multidisciplinary and unionised environment Experience advising senior managers and influencing stakeholders Experience developing policies and delivering employee relations training Experience managing and developing a team Essential knowledge and skills Strong knowledge of employee relations, employment law and HR best practice Ability to interpret and apply employment law in complex cases Excellent communication, negotiation and influencing skills Confidence handling conflict and emotionally sensitive situations Strong planning, prioritisation and independent decision-making skills Ability to analyse data and present findings clearly Good Microsoft Word, Excel and PowerPoint skills Experience using the NHS Electronic Staff Record or a comparable HR system Desirable Postgraduate Certificate in Employment Law or equivalent Previous NHS experience PRINCE2 or another relevant project-management qualification Important Information Applicants must be UK residents No visa sponsorship is available for this role This role is hybrid, requiring three days on-site each week, with no fully remote option Salt contact: Robert Sprigens, (url removed) About this advert This advert provides a simplified overview of the position. Applicants whose qualifications and experience align with the role requirements will receive the full job description following submission and initial review of their application. Rates depend on experience and client requirements
Are you a newly qualified or junior Solicitor looking to build a rewarding career in Court of Protection work? This is an exciting opportunity to join a highly respected and nationally recognised Court of Protection team in Swindon, working alongside experienced specialists on complex and meaningful matters that make a genuine difference to clients' lives. You will gain exposure to a varied caseload involving Property and Financial Affairs Deputyships and Personal Injury Trusts, while developing your expertise within a collaborative and supportive environment. Your New Firm Our client is a leading UK law firm with a strong reputation for delivering exceptional legal services and supporting individuals, families and professional networks through complex Court of Protection matters. The firm's specialist Court of Protection team is one of the largest of its kind in the UK, acting for hundreds of clients where a solicitor or trust corporation has been appointed as Deputy or Trustee. The team works closely with case managers, healthcare professionals and financial advisers to manage clients' financial affairs and ensure decisions are made in their best interests. Known for its collaborative culture, commitment to professional development and focus on delivering outstanding client care, the firm offers an excellent platform for ambitious legal professionals seeking to specialise in this rewarding area of law. Your New Role As a Solicitor within the Court of Protection team, you will work closely with experienced Partners, Deputies and senior lawyers while gradually developing responsibility for your own caseload.Key responsibilities will include: Assisting with the management of Property and Financial Affairs Deputyship matters. Managing your own caseload under appropriate supervision. Preparing Court of Protection applications and annual Deputy Reports. Supporting the day-to-day management of clients' financial affairs, including budgeting, payments and property transactions. Assisting with the administration of Personal Injury Trusts. Building strong relationships with clients, families, case managers, healthcare professionals and other professional contacts. Working closely with paralegals and internal and external legal teams. Attending client meetings and visits where appropriate. Developing expertise in areas such as statutory wills, care funding and benefits. Supporting business development and client relationship initiatives. What You'll Need to Succeed To be considered for this Court of Protection Solicitor opportunity, you will ideally have: Qualified Solicitor status in England & Wales. Between 0-3 years' PQE. A genuine interest in Court of Protection Property and Financial Affairs work. Excellent communication and client care skills. The ability to build trusted relationships with vulnerable clients and professional contacts. Strong organisational, drafting and analytical abilities. Excellent attention to detail. What You'll Get in Return In return, you'll have the opportunity to develop your career within a highly regarded Court of Protection practice, gaining exposure to high-quality and meaningful work while benefiting from excellent support and training.Benefits include: Competitive salary. Hybrid working arrangements. Minimum 25 days' annual leave plus bank holidays. Additional birthday leave. Pension scheme. Life assurance. Employee Assistance Programme. A supportive and collaborative working culture with genuine opportunities for progression. Apply Now If you're a Solicitor looking to establish or further your career in Court of Protection law, we'd love to hear from you. Apply today to be considered for this excellent opportunity to join a leading specialist team and make a real difference to the lives of vulnerable clients and their families. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jul 28, 2026
Full time
Are you a newly qualified or junior Solicitor looking to build a rewarding career in Court of Protection work? This is an exciting opportunity to join a highly respected and nationally recognised Court of Protection team in Swindon, working alongside experienced specialists on complex and meaningful matters that make a genuine difference to clients' lives. You will gain exposure to a varied caseload involving Property and Financial Affairs Deputyships and Personal Injury Trusts, while developing your expertise within a collaborative and supportive environment. Your New Firm Our client is a leading UK law firm with a strong reputation for delivering exceptional legal services and supporting individuals, families and professional networks through complex Court of Protection matters. The firm's specialist Court of Protection team is one of the largest of its kind in the UK, acting for hundreds of clients where a solicitor or trust corporation has been appointed as Deputy or Trustee. The team works closely with case managers, healthcare professionals and financial advisers to manage clients' financial affairs and ensure decisions are made in their best interests. Known for its collaborative culture, commitment to professional development and focus on delivering outstanding client care, the firm offers an excellent platform for ambitious legal professionals seeking to specialise in this rewarding area of law. Your New Role As a Solicitor within the Court of Protection team, you will work closely with experienced Partners, Deputies and senior lawyers while gradually developing responsibility for your own caseload.Key responsibilities will include: Assisting with the management of Property and Financial Affairs Deputyship matters. Managing your own caseload under appropriate supervision. Preparing Court of Protection applications and annual Deputy Reports. Supporting the day-to-day management of clients' financial affairs, including budgeting, payments and property transactions. Assisting with the administration of Personal Injury Trusts. Building strong relationships with clients, families, case managers, healthcare professionals and other professional contacts. Working closely with paralegals and internal and external legal teams. Attending client meetings and visits where appropriate. Developing expertise in areas such as statutory wills, care funding and benefits. Supporting business development and client relationship initiatives. What You'll Need to Succeed To be considered for this Court of Protection Solicitor opportunity, you will ideally have: Qualified Solicitor status in England & Wales. Between 0-3 years' PQE. A genuine interest in Court of Protection Property and Financial Affairs work. Excellent communication and client care skills. The ability to build trusted relationships with vulnerable clients and professional contacts. Strong organisational, drafting and analytical abilities. Excellent attention to detail. What You'll Get in Return In return, you'll have the opportunity to develop your career within a highly regarded Court of Protection practice, gaining exposure to high-quality and meaningful work while benefiting from excellent support and training.Benefits include: Competitive salary. Hybrid working arrangements. Minimum 25 days' annual leave plus bank holidays. Additional birthday leave. Pension scheme. Life assurance. Employee Assistance Programme. A supportive and collaborative working culture with genuine opportunities for progression. Apply Now If you're a Solicitor looking to establish or further your career in Court of Protection law, we'd love to hear from you. Apply today to be considered for this excellent opportunity to join a leading specialist team and make a real difference to the lives of vulnerable clients and their families. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
I'm partnered with a fast-growing, acquisitive and highly respected accountancy practice that is expanding its footprint across the South East. They're now looking to bring in a talented Benefits Consultant to join their team; a brand-new role created off the back of significant growth - this role would also suit someone looking to move into corporate. As the first Consultant dedicated to this region, you'll become the face of the SE. You'll have genuine autonomy in how you work, the freedom to shape the local proposition and the future opportunity to build and lead your own team if this is something you'd like to do. This is a standout opportunity with a firm that has a strong market reputation, a well-established benefits proposition and a highly experienced consulting and support team behind you. Their infrastructure allows you to focus on what you do best - deepening client relationships, advising on new projects and continuing to develop as a Consultant. In this role, you'll deliver high-quality employee benefits advice to a portfolio of corporate clients, play a key part in evolving the firm's proposition and contribute to new business growth through effective cross-selling. You'll have the scope to consult across the full benefits spectrum, including workplace pensions, group risk, healthcare and flexible benefits. If you're commercially driven, passionate about growth and experienced as an EB Consultant or with a wealth background with strong pensions knowledge, I'd love to speak with you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Jul 28, 2026
Full time
I'm partnered with a fast-growing, acquisitive and highly respected accountancy practice that is expanding its footprint across the South East. They're now looking to bring in a talented Benefits Consultant to join their team; a brand-new role created off the back of significant growth - this role would also suit someone looking to move into corporate. As the first Consultant dedicated to this region, you'll become the face of the SE. You'll have genuine autonomy in how you work, the freedom to shape the local proposition and the future opportunity to build and lead your own team if this is something you'd like to do. This is a standout opportunity with a firm that has a strong market reputation, a well-established benefits proposition and a highly experienced consulting and support team behind you. Their infrastructure allows you to focus on what you do best - deepening client relationships, advising on new projects and continuing to develop as a Consultant. In this role, you'll deliver high-quality employee benefits advice to a portfolio of corporate clients, play a key part in evolving the firm's proposition and contribute to new business growth through effective cross-selling. You'll have the scope to consult across the full benefits spectrum, including workplace pensions, group risk, healthcare and flexible benefits. If you're commercially driven, passionate about growth and experienced as an EB Consultant or with a wealth background with strong pensions knowledge, I'd love to speak with you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
AJ Bell Business Solutions Limited
Salford, Manchester
We are looking for a Senior UX Researcher at AJ Bell to help shape the future of our D2C (Direct-to-consumer) experience. This is an exciting opportunity to shape the future of our products by helping AJ Bell better understand our customers and make smarter, insight-driven decisions that enhance their experience. Reporting to the UX Research Lead, you will lead complex, higher-risk, and strategically significant research across our D2C proposition, working closely with Product Managers, UX Designers, and other stakeholders to uncover meaningful insight and shape decision-making. Working within an established UX Research function, you will contribute to a growing body of customer understanding while helping to raise the quality, consistency and impact of research through your expertise and judgement. You will also collaborate with other insight and research specialists across AJ Bell, helping ensure that different perspectives on customer behaviour, needs, and opportunities inform better decisions across the business. This role combines hands-on research delivery with the opportunity to influence thinking, improve understanding of customer needs, and contribute to the continued maturity of UX Research at AJ Bell. Key responsibilities Lead end-to-end UX research across complex or higher-risk problem spaces within our D2C proposition. Translate product, customer, and business challenges into clear and effective research approaches. Design and deliver qualitative and mixed-method research using the most appropriate methods for the context and research objectives. Work closely with Product Managers, UX Designers, and other stakeholders to ensure customer insight meaningfully informs decisions. Support colleagues in planning and conducting research where additional expertise or guidance is beneficial. Communicate research findings clearly and credibly, articulating evidence, implications, risks, opportunities, and trade-offs. Contribute research outputs to our research repository and help build a transparent, reusable understanding of customer needs and behaviours over time. Promote high standards of research quality, ethics, and customer-centred thinking through day-to-day practice and collaboration. About you Significant experience planning and delivering UX research end-to-end within product, service, or digital environments. Strong qualitative research skills, with a proven ability to tackle complex or ambiguous research challenges. Experience selecting and applying appropriate research methods based on the needs of the problem rather than a preferred methodology. Excellent synthesis and storytelling skills, with the ability to translate evidence into clear and actionable insight. Confident working with stakeholders and influencing decisions through customer understanding and evidence. Strong judgement when operating in uncertain, complex, or higher-risk research contexts. Experience working within regulated, complex, or customer-facing industries would be beneficial but is not essential. Familiarity with modern research tools and platforms, including remote research and usability testing solutions. About AJ Bell At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life. We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors. Today, over 762,000 customers trust us to manage more than £121.5 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026, a reflection of our supportive and collaborative culture. What we offer 26 days holiday, increasing with service + buy/sell scheme + bank holidays 7% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free onsite gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment Our ways of working We offer hybrid working, with a minimum of 50% of your working time per month spent in the office. For new starters, there s an initial period of full-time office working to help you settle in and build relationships. Inclusion & diversity We re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
Jul 27, 2026
Full time
We are looking for a Senior UX Researcher at AJ Bell to help shape the future of our D2C (Direct-to-consumer) experience. This is an exciting opportunity to shape the future of our products by helping AJ Bell better understand our customers and make smarter, insight-driven decisions that enhance their experience. Reporting to the UX Research Lead, you will lead complex, higher-risk, and strategically significant research across our D2C proposition, working closely with Product Managers, UX Designers, and other stakeholders to uncover meaningful insight and shape decision-making. Working within an established UX Research function, you will contribute to a growing body of customer understanding while helping to raise the quality, consistency and impact of research through your expertise and judgement. You will also collaborate with other insight and research specialists across AJ Bell, helping ensure that different perspectives on customer behaviour, needs, and opportunities inform better decisions across the business. This role combines hands-on research delivery with the opportunity to influence thinking, improve understanding of customer needs, and contribute to the continued maturity of UX Research at AJ Bell. Key responsibilities Lead end-to-end UX research across complex or higher-risk problem spaces within our D2C proposition. Translate product, customer, and business challenges into clear and effective research approaches. Design and deliver qualitative and mixed-method research using the most appropriate methods for the context and research objectives. Work closely with Product Managers, UX Designers, and other stakeholders to ensure customer insight meaningfully informs decisions. Support colleagues in planning and conducting research where additional expertise or guidance is beneficial. Communicate research findings clearly and credibly, articulating evidence, implications, risks, opportunities, and trade-offs. Contribute research outputs to our research repository and help build a transparent, reusable understanding of customer needs and behaviours over time. Promote high standards of research quality, ethics, and customer-centred thinking through day-to-day practice and collaboration. About you Significant experience planning and delivering UX research end-to-end within product, service, or digital environments. Strong qualitative research skills, with a proven ability to tackle complex or ambiguous research challenges. Experience selecting and applying appropriate research methods based on the needs of the problem rather than a preferred methodology. Excellent synthesis and storytelling skills, with the ability to translate evidence into clear and actionable insight. Confident working with stakeholders and influencing decisions through customer understanding and evidence. Strong judgement when operating in uncertain, complex, or higher-risk research contexts. Experience working within regulated, complex, or customer-facing industries would be beneficial but is not essential. Familiarity with modern research tools and platforms, including remote research and usability testing solutions. About AJ Bell At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life. We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors. Today, over 762,000 customers trust us to manage more than £121.5 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026, a reflection of our supportive and collaborative culture. What we offer 26 days holiday, increasing with service + buy/sell scheme + bank holidays 7% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free onsite gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment Our ways of working We offer hybrid working, with a minimum of 50% of your working time per month spent in the office. For new starters, there s an initial period of full-time office working to help you settle in and build relationships. Inclusion & diversity We re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
Title: Homeowner Officer x 2 Contract Type: Fixed Term Contract, 12 months Salary: 34,381 per annum Grade: 6 Reporting Office: London, Stratford Persona: Agile Worker: 20% - 40% of contractual hours to be worked from reporting office/working location Closing Date: Monday 10 th August 2026 Interview Dates: Tuesday 25 th August 226 Please click here for the role profile: Homeowner Officer Benefits include: Excellent pension plan (up to 6% double contribution), 28 days Annual Leave rising to 31 days with length of service + Bank Holidays, Westfield Health Cash Plan, non-contributory life assurance, up to 21 hours volunteering paid days, lifestyle benefits, Employee Assistance Programme and many more Early applications are encouraged as we reserve the right to close the advertisement and interview earlier than stated. Join our Homeownership Team at L&Q: We are looking to recruit two Homeownership Officers to join our Homeownership team. These are exciting opportunities to provide a high-quality service to homeowners, leaseholders, shared owners and prospective purchasers, ensuring customers receive professional, accurate and timely advice and support. One Homeownership Officer will be joining our Pre-Sale Enquiries Team and play a key role in supporting homeowners, solicitors, and buyers throughout the sales process. You will review leases, prepare LPE1 packs and provide solicitors with accurate information to help property sales and shared ownership resales progress smoothly. In the second role the Homeownership Officerwill join Staircasing, Lease Extensions & Subletting Team and play a key role in supporting homeowners through a range of property transactions and homeownership services. In this role, you will review and interpret leases while managing staircasing, lease extension and subletting cases from enquiry through to completion. Working closely with homeowners, solicitors, valuers and internal teams, you will make informed decisions, progress transactions efficiently and provide a high-quality customer experience. Both roles are part of our busy customer-focused team, you will handle telephone and written enquiries from homeowners, solicitors, and other stakeholders, ensuring all requests are managed efficiently and within agreed timescales. You will build positive working relationships, provide a high standard of customer service, and help deliver a smooth and seamless sales experience for our customers. This is an excellent opportunity for someone with experience in leasehold, homeownership, conveyancing, or a property-related environment who has strong organisational skills, attention to detail, and the ability to interpret legal documentation with confidence. If this sounds like you, we would love for you to apply! Your impact in the role: Manage a varied workload across homeownership products and processes. Prepare clear and accurate written communications for customers and stakeholders. Liaise with customers, solicitors, lenders, surveyors, financial advisers and internal teams. Manage multiple enquiries while delivering excellent customer service. Use your knowledge of leasehold, shared ownership and property sales to support customers throughout their homeownership journey. What you'll bring: A proactive, customer-focused approach and a commitment to excellent service. Strong communication skills and the ability to work collaboratively. Excellent attention to detail when reviewing legal and property documents. Knowledge of shared ownership, leasehold and homeownership processes. Experience in housing, property, conveyancing or a legal environment. Strong organisational skills and the ability to manage competing priorities. Confidence working independently and meeting deadlines. Good IT skills, including Outlook, Word, Excel and Teams. If you require any reasonable adjustments at any stage during this process, including application stage, please email (url removed) About L&Q: We're one of the UK's leading housing associations and developers. We were founded on a simple belief: high quality housing is vital for people's health, happiness and security. Everyone deserves a quality home that gives them the chance to live a better life. 250,000 people call our properties 'home', and we're proud to serve diverse communities across London, the South East and North West of England. People are at the heart of our business and our success depends on employing the best people and getting the best from them. The foundation of everything that we are is built on our corporate values and behavioural framework , which outlines our core expectations and should be demonstrated at all times, and all levels, when representing L&Q. At L&Q, we know that diversity and inclusion make us stronger - and they're at the heart of everything we do. When we recruit, we look at what really matters: your skills, experience, and potential. We're proud to be recognised for creating an inclusive workplace. We're a Disability Confident Leader (Level 3) and we've introduced our own Recruitment Advocate scheme to make sure every step of our hiring process is fair, transparent, and consistent. It's all part of our commitment to ending discrimination and making L&Q a place where everyone feels welcome. Fine out more here . Sustainability is also at the heart of what we do. We recognise the responsibility we hold as one of the UK's largest housing associations. Click here to find out more about L&Q and why you should join us!
Jul 27, 2026
Full time
Title: Homeowner Officer x 2 Contract Type: Fixed Term Contract, 12 months Salary: 34,381 per annum Grade: 6 Reporting Office: London, Stratford Persona: Agile Worker: 20% - 40% of contractual hours to be worked from reporting office/working location Closing Date: Monday 10 th August 2026 Interview Dates: Tuesday 25 th August 226 Please click here for the role profile: Homeowner Officer Benefits include: Excellent pension plan (up to 6% double contribution), 28 days Annual Leave rising to 31 days with length of service + Bank Holidays, Westfield Health Cash Plan, non-contributory life assurance, up to 21 hours volunteering paid days, lifestyle benefits, Employee Assistance Programme and many more Early applications are encouraged as we reserve the right to close the advertisement and interview earlier than stated. Join our Homeownership Team at L&Q: We are looking to recruit two Homeownership Officers to join our Homeownership team. These are exciting opportunities to provide a high-quality service to homeowners, leaseholders, shared owners and prospective purchasers, ensuring customers receive professional, accurate and timely advice and support. One Homeownership Officer will be joining our Pre-Sale Enquiries Team and play a key role in supporting homeowners, solicitors, and buyers throughout the sales process. You will review leases, prepare LPE1 packs and provide solicitors with accurate information to help property sales and shared ownership resales progress smoothly. In the second role the Homeownership Officerwill join Staircasing, Lease Extensions & Subletting Team and play a key role in supporting homeowners through a range of property transactions and homeownership services. In this role, you will review and interpret leases while managing staircasing, lease extension and subletting cases from enquiry through to completion. Working closely with homeowners, solicitors, valuers and internal teams, you will make informed decisions, progress transactions efficiently and provide a high-quality customer experience. Both roles are part of our busy customer-focused team, you will handle telephone and written enquiries from homeowners, solicitors, and other stakeholders, ensuring all requests are managed efficiently and within agreed timescales. You will build positive working relationships, provide a high standard of customer service, and help deliver a smooth and seamless sales experience for our customers. This is an excellent opportunity for someone with experience in leasehold, homeownership, conveyancing, or a property-related environment who has strong organisational skills, attention to detail, and the ability to interpret legal documentation with confidence. If this sounds like you, we would love for you to apply! Your impact in the role: Manage a varied workload across homeownership products and processes. Prepare clear and accurate written communications for customers and stakeholders. Liaise with customers, solicitors, lenders, surveyors, financial advisers and internal teams. Manage multiple enquiries while delivering excellent customer service. Use your knowledge of leasehold, shared ownership and property sales to support customers throughout their homeownership journey. What you'll bring: A proactive, customer-focused approach and a commitment to excellent service. Strong communication skills and the ability to work collaboratively. Excellent attention to detail when reviewing legal and property documents. Knowledge of shared ownership, leasehold and homeownership processes. Experience in housing, property, conveyancing or a legal environment. Strong organisational skills and the ability to manage competing priorities. Confidence working independently and meeting deadlines. Good IT skills, including Outlook, Word, Excel and Teams. If you require any reasonable adjustments at any stage during this process, including application stage, please email (url removed) About L&Q: We're one of the UK's leading housing associations and developers. We were founded on a simple belief: high quality housing is vital for people's health, happiness and security. Everyone deserves a quality home that gives them the chance to live a better life. 250,000 people call our properties 'home', and we're proud to serve diverse communities across London, the South East and North West of England. People are at the heart of our business and our success depends on employing the best people and getting the best from them. The foundation of everything that we are is built on our corporate values and behavioural framework , which outlines our core expectations and should be demonstrated at all times, and all levels, when representing L&Q. At L&Q, we know that diversity and inclusion make us stronger - and they're at the heart of everything we do. When we recruit, we look at what really matters: your skills, experience, and potential. We're proud to be recognised for creating an inclusive workplace. We're a Disability Confident Leader (Level 3) and we've introduced our own Recruitment Advocate scheme to make sure every step of our hiring process is fair, transparent, and consistent. It's all part of our commitment to ending discrimination and making L&Q a place where everyone feels welcome. Fine out more here . Sustainability is also at the heart of what we do. We recognise the responsibility we hold as one of the UK's largest housing associations. Click here to find out more about L&Q and why you should join us!
Exchange Street Claims & Financial Services
Edinburgh, Midlothian
You want to own your own financial planning business. You're just not quite ready to do it yet. Starting from scratch means finding clients, building a brand, creating systems, arranging support, funding the business and carrying all of the risk yourself. This opportunity gives you another route. You'll join an established financial planning practice in Edinburgh as an employed adviser on a salary of £60,000 to £65,000 plus bonus. Once signed off, you'll be given around 70 client relationships to manage and will work alongside the current owner as those relationships are gradually handed over. But this is not simply an employed adviser role. The long-term plan is for you to acquire the whole practice. The transition will take place over three to six years. That gives both sides time to build trust, prove the relationship works and prepare properly for ownership. You are unlikely to take on funding immediately. The first two to three years will be about advising clients, generating new business, growing revenue and showing that you can operate like a business owner rather than simply an employee. When the time is right, there is an established internal process to support the purchase. The business uses a set valuation method, so you will understand the likely numbers early rather than discovering them at the end. You will also have access to an internal team and a panel of lenders who can help structure and fund the acquisition. Think of it as a business mortgage. A proportion of ongoing income is used to repay the funding until the purchase is complete and the business is yours. The clients and revenue you generate yourself will also be yours. THE OPPORTUNITY The current owner has around 300 clients and plans to begin by transferring approximately 70 households. The handover will be structured. Clients will not simply be reassigned overnight and left wondering what happened. You will attend meetings, build relationships and gradually become the adviser those clients trust. But inherited clients are only part of the story. You will also be expected to find and win new business through client referrals, your own professional network and opportunities you create yourself. This is an entrepreneurial business. The current owner built the practice from the ground up and is looking for someone with the same commercial instinct. Someone who can spot opportunities, create momentum and turn relationships into clients. If you want a comfortable servicing role with a future ownership label attached, this is not it. You will have plenty of freedom over where and how you work. Being within practical reach of Edinburgh will make the client handover and relationship-building much easier. SUPPORT You will receive guidance and mentoring from an experienced practice owner who has already built the type of business you eventually want to run. The practice has established relationships with experienced outsourced paraplanners and wider technical support. All IT and remote-working equipment will be provided, together with access to: Voyant FE Analytics SOFI Tweed AI You will also benefit from an established brand, proven systems and the infrastructure needed to grow without having to build everything yourself. PACKAGE Salary is £60,000 to £65,000 plus a performance-related bonus. The wider package includes: Pension Life cover at four times salary Critical illness cover at one times salary Cycle-to-work scheme Salary sacrifice electric vehicle option Flexible benefits to be agreed HERE'S WHAT YOU'LL NEED You'll be a qualified and credible financial adviser with a proven record of developing new business. You may already have clients or professional relationships you can bring. That is not essential, but clear evidence that you can generate opportunities is. You will be commercially ambitious and comfortable taking responsibility for revenue, client relationships and the future direction of the practice. You will also need patience. This is not an immediate buyout or a shortcut to calling yourself a business owner. You will need to prove yourself, build trust and grow the practice before taking on the funding and responsibility that comes with ownership. In return, you will have something most aspiring business owners do not: A salary Existing clients A mentor A recognised brand Established systems And a structured route to owning the whole business -Want your own financial planning firm but not ready to start from nothing? Click apply and we'll be in touch. If you don't have a CV, send us a way of contacting you. We can come to the CV later. Everyone will receive a response.
Jul 27, 2026
Full time
You want to own your own financial planning business. You're just not quite ready to do it yet. Starting from scratch means finding clients, building a brand, creating systems, arranging support, funding the business and carrying all of the risk yourself. This opportunity gives you another route. You'll join an established financial planning practice in Edinburgh as an employed adviser on a salary of £60,000 to £65,000 plus bonus. Once signed off, you'll be given around 70 client relationships to manage and will work alongside the current owner as those relationships are gradually handed over. But this is not simply an employed adviser role. The long-term plan is for you to acquire the whole practice. The transition will take place over three to six years. That gives both sides time to build trust, prove the relationship works and prepare properly for ownership. You are unlikely to take on funding immediately. The first two to three years will be about advising clients, generating new business, growing revenue and showing that you can operate like a business owner rather than simply an employee. When the time is right, there is an established internal process to support the purchase. The business uses a set valuation method, so you will understand the likely numbers early rather than discovering them at the end. You will also have access to an internal team and a panel of lenders who can help structure and fund the acquisition. Think of it as a business mortgage. A proportion of ongoing income is used to repay the funding until the purchase is complete and the business is yours. The clients and revenue you generate yourself will also be yours. THE OPPORTUNITY The current owner has around 300 clients and plans to begin by transferring approximately 70 households. The handover will be structured. Clients will not simply be reassigned overnight and left wondering what happened. You will attend meetings, build relationships and gradually become the adviser those clients trust. But inherited clients are only part of the story. You will also be expected to find and win new business through client referrals, your own professional network and opportunities you create yourself. This is an entrepreneurial business. The current owner built the practice from the ground up and is looking for someone with the same commercial instinct. Someone who can spot opportunities, create momentum and turn relationships into clients. If you want a comfortable servicing role with a future ownership label attached, this is not it. You will have plenty of freedom over where and how you work. Being within practical reach of Edinburgh will make the client handover and relationship-building much easier. SUPPORT You will receive guidance and mentoring from an experienced practice owner who has already built the type of business you eventually want to run. The practice has established relationships with experienced outsourced paraplanners and wider technical support. All IT and remote-working equipment will be provided, together with access to: Voyant FE Analytics SOFI Tweed AI You will also benefit from an established brand, proven systems and the infrastructure needed to grow without having to build everything yourself. PACKAGE Salary is £60,000 to £65,000 plus a performance-related bonus. The wider package includes: Pension Life cover at four times salary Critical illness cover at one times salary Cycle-to-work scheme Salary sacrifice electric vehicle option Flexible benefits to be agreed HERE'S WHAT YOU'LL NEED You'll be a qualified and credible financial adviser with a proven record of developing new business. You may already have clients or professional relationships you can bring. That is not essential, but clear evidence that you can generate opportunities is. You will be commercially ambitious and comfortable taking responsibility for revenue, client relationships and the future direction of the practice. You will also need patience. This is not an immediate buyout or a shortcut to calling yourself a business owner. You will need to prove yourself, build trust and grow the practice before taking on the funding and responsibility that comes with ownership. In return, you will have something most aspiring business owners do not: A salary Existing clients A mentor A recognised brand Established systems And a structured route to owning the whole business -Want your own financial planning firm but not ready to start from nothing? Click apply and we'll be in touch. If you don't have a CV, send us a way of contacting you. We can come to the CV later. Everyone will receive a response.
Client Manager Telford £45,000 - £55,000 + Excellent Benefits A well-established and progressive accountancy practice based in Telford is seeking an experienced Client Manager to join its growing team. This is an exciting opportunity for either an established Client Manager or an ambitious Senior Accountant looking to take the next step in their career within a supportive, forward-thinking and technology focussed environment. The business has built its reputation on helping owner-managed businesses and SMEs achieve their full potential through trusted advice, strong relationships, and a proactive approach. Alongside its focus on client success, the firm is committed to creating a culture where employees can thrive, develop and enjoy long-term career progression. The Role As Client Manager, you will take ownership of a portfolio of clients, becoming a trusted adviser and key point of contact. You'll work closely with business owners, providing commercial, accounting and tax support while helping to develop and mentor colleagues across the practice. Key Responsibilities Managing and developing your own portfolio of clients Building and maintaining strong, long-term client relationships Providing practical business and tax advice Delivering solutions to client challenges and queries Supporting and mentoring junior team members Working collaboratively across the wider practice Identifying opportunities to add value and enhance client service About You The successful candidate will possess: ACA, ACCA or equivalent qualification, or be Qualified by Experience (QBE) Previous experience within an accountancy practice environment Strong client relationship and communication skills Confidence in providing advice and support to business owners A proactive, solutions-focused mindset Enthusiasm for embracing technology and process improvement A positive attitude with a willingness to go the extra mile The Package Salary guide: £45,000 - £55,000 Hybrid working Private medical insurance Health & wellbeing programme Cycle to Work scheme Company events Casual dress Ongoing training and professional development Genuine opportunities for progression Supportive and collaborative culture Why Apply? This is an excellent opportunity to join a modern, growing practice where you'll have the autonomy to manage client relationships, influence business decisions and play a key role in the continued development of both clients and colleagues. To apply or find out more, please contact Lee Walker at Seymour John for a confidential discussion.
Jul 27, 2026
Full time
Client Manager Telford £45,000 - £55,000 + Excellent Benefits A well-established and progressive accountancy practice based in Telford is seeking an experienced Client Manager to join its growing team. This is an exciting opportunity for either an established Client Manager or an ambitious Senior Accountant looking to take the next step in their career within a supportive, forward-thinking and technology focussed environment. The business has built its reputation on helping owner-managed businesses and SMEs achieve their full potential through trusted advice, strong relationships, and a proactive approach. Alongside its focus on client success, the firm is committed to creating a culture where employees can thrive, develop and enjoy long-term career progression. The Role As Client Manager, you will take ownership of a portfolio of clients, becoming a trusted adviser and key point of contact. You'll work closely with business owners, providing commercial, accounting and tax support while helping to develop and mentor colleagues across the practice. Key Responsibilities Managing and developing your own portfolio of clients Building and maintaining strong, long-term client relationships Providing practical business and tax advice Delivering solutions to client challenges and queries Supporting and mentoring junior team members Working collaboratively across the wider practice Identifying opportunities to add value and enhance client service About You The successful candidate will possess: ACA, ACCA or equivalent qualification, or be Qualified by Experience (QBE) Previous experience within an accountancy practice environment Strong client relationship and communication skills Confidence in providing advice and support to business owners A proactive, solutions-focused mindset Enthusiasm for embracing technology and process improvement A positive attitude with a willingness to go the extra mile The Package Salary guide: £45,000 - £55,000 Hybrid working Private medical insurance Health & wellbeing programme Cycle to Work scheme Company events Casual dress Ongoing training and professional development Genuine opportunities for progression Supportive and collaborative culture Why Apply? This is an excellent opportunity to join a modern, growing practice where you'll have the autonomy to manage client relationships, influence business decisions and play a key role in the continued development of both clients and colleagues. To apply or find out more, please contact Lee Walker at Seymour John for a confidential discussion.
Your new company Hays are recruiting for a permanent Pensions Administrator. This role is fully office based in Manchester City Centre. A growing and forward-thinking organisation based in Manchester City Centre is seeking to expand its administration team. The business is committed to delivering high-quality service, building strong client relationships, and investing in employee development.This is an excellent opportunity to join a high-performing team with clear career progression pathways and long-term development opportunities. Your new role As Pensions Administrator, you will support the day-to-day administration of pension schemes, ensuring high levels of accuracy, compliance, and customer service.This role is well suited to individuals with administration or customer service experience who are looking to build a long-term career within the finance industry. Key Responsibilities Administer occupational and/or personal pension schemes in accordance with scheme rules and regulatory requirements Process member life cycle events, including joiners, leavers, retirements, transfers, and benefit calculations Respond to member and client queries via email, telephone, and written correspondence in a timely and professional manner. Maintain accurate scheme records and ensure data integrity at all times Liaise with clients, advisers, providers, and third parties as required Support data validation, reconciliations, and system updates Ensure all activities comply with relevant legislation, internal procedures, and service level agreements (SLAs) Contribute to ongoing process improvements and operational efficiency What you'll need to succeed Skills & Experience Previous experience in administration and/or customer service Strong attention to detail with a high degree of accuracy Excellent written and verbal communication skills Ability to manage workloads and prioritise tasks effectively Proficient in Microsoft Office; experience with pension systems is desirable. Proactive, team-oriented attitude with a willingness to learn and develop What you'll get in return Basic salary of 28,000 Uncapped bonus structure with OTE of 30,000 Prime Manchester city centre location Ongoing sales training and development Supportive, high-performing team environment Opportunity to work in a growing, ambitious business What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jul 27, 2026
Full time
Your new company Hays are recruiting for a permanent Pensions Administrator. This role is fully office based in Manchester City Centre. A growing and forward-thinking organisation based in Manchester City Centre is seeking to expand its administration team. The business is committed to delivering high-quality service, building strong client relationships, and investing in employee development.This is an excellent opportunity to join a high-performing team with clear career progression pathways and long-term development opportunities. Your new role As Pensions Administrator, you will support the day-to-day administration of pension schemes, ensuring high levels of accuracy, compliance, and customer service.This role is well suited to individuals with administration or customer service experience who are looking to build a long-term career within the finance industry. Key Responsibilities Administer occupational and/or personal pension schemes in accordance with scheme rules and regulatory requirements Process member life cycle events, including joiners, leavers, retirements, transfers, and benefit calculations Respond to member and client queries via email, telephone, and written correspondence in a timely and professional manner. Maintain accurate scheme records and ensure data integrity at all times Liaise with clients, advisers, providers, and third parties as required Support data validation, reconciliations, and system updates Ensure all activities comply with relevant legislation, internal procedures, and service level agreements (SLAs) Contribute to ongoing process improvements and operational efficiency What you'll need to succeed Skills & Experience Previous experience in administration and/or customer service Strong attention to detail with a high degree of accuracy Excellent written and verbal communication skills Ability to manage workloads and prioritise tasks effectively Proficient in Microsoft Office; experience with pension systems is desirable. Proactive, team-oriented attitude with a willingness to learn and develop What you'll get in return Basic salary of 28,000 Uncapped bonus structure with OTE of 30,000 Prime Manchester city centre location Ongoing sales training and development Supportive, high-performing team environment Opportunity to work in a growing, ambitious business What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Lead People Partner - Greencore Desserts Salary: Competitive salary Benefits: Bonus, Car Allowance, Company share save scheme, competitive matched Pension contributions, Life insurance up to 4x salary Location: Dual site, Highbridge and Devizes Ways of Working: Hybrid (Circa 4 days per week in the office) Hours of work: 08:30am-17:00pm (flexible as per business needs) Contract Type: Permanent Why Greencore? Following the combination with Bakkavor in January 2026, we're one of the UK's leading creators of convenience food, driven by a simple purpose: to make every day taste better. As a vibrant and fast-moving business, we're proud to employ over 28,000 talented colleagues across 36 manufacturing sites and 21 distribution depots in the UK and the US. Together, we bring delicious food to life. Our products cover every meal occasion from breakfast through to dinner and dessert, with lunch and snacking in between. In FY25, our shared passion helped us achieve combined revenues of approximately £4bn. Our extensive direct to store (DTS) network, with 17 depots across the UK, allows us to deliver fresh and frozen food both our own and from trusted partners to thousands of stores every day, ensuring consumers enjoy the very best, whenever and wherever they shop. The Sites You'll be Partnering Our Highbridge (Somerset) and Devizes (Wiltshire) sites form a key part of our chilled desserts business. Highbridge specialises in cheesecakes, tarts and sponges, while Devizes produces tarts, doughnuts, crumbles, pies and pastries. Together employing over 1,150 colleagues , the sites operate in fast-paced manufacturing environment, delivering high-quality products to all major retail customers across the UK. What you'll be doing In this busy and exciting role you will work closely with site leadership to deploy the people strategy, acting as a trusted adviser who drives engagement, capability and high impact people solutions that support business performance in a fast paced operational environment. Role Accountabilities • Partner with site and functional leaders to deploy people priorities, providing pragmatic advice, challenge and insight to support effective leadership and delivery of business objectives • Lead, coach and develop the site people team, setting clear direction and creating a positive, inclusive and high performing team culture • Drive colleague engagement, communication and colleague voice activity, using feedback and surveys to deliver meaningful site level improvements • Lead day to day employee relations activity, including effective engagement with trade unions or colleague representatives, ensuring fair, consistent and timely outcomes • Support talent, succession and development activity at site level in partnership with Centres of Excellence, ensuring strong pipelines for critical roles • Support and embed organisational change and continuous improvement initiatives, managing people impacts to ensure sustainable adoption • Ensure compliance with employment legislation, data protection, people policies and human rights standards, proactively managing and escalating people risks • Build line manager capability through coaching and support, enabling effective performance management and high - quality people conversations What we're looking for • CIPD qualified (MCIPD/FCIPD) • Proven experience in a senior HR or people leadership role, ideally within a manufacturing or distribution environment • Strong working knowledge of UK employment legislation and employee relations • Experience leading and developing high - performing, diverse teams • Proactive, organised and able to work flexibly in a fast - paced environment • Confident communicator with the credibility to challenge and influence senior stakeholders At Greencore we put our people at the core. We celebrate their differences and help everyone to be themselves at work. Together we make every day taste better. If this sounds like you, join us and grow with Greencore, and be a part of driving our future success. What you'll get in return • Competitive salary and job-related benefits incl. bonus and car allowance • Holidays • Competitive matched pension contributions • Life insurance up to 4x salary • Company share save scheme • Greencore Qualifications • Exclusive Greencore employee discount platform • Access to a full Wellbeing Centre platform • Enhanced parental leave and menopause policies Throughout your time at Greencore, you will be supported with on - the - job training and development opportunities to further your career. Greencore and its recruitment partners never charge candidates any fees at any stage of the hiring process. Any request for payment relating to a job opportunity should be considered fraudulent.
Jul 27, 2026
Full time
Lead People Partner - Greencore Desserts Salary: Competitive salary Benefits: Bonus, Car Allowance, Company share save scheme, competitive matched Pension contributions, Life insurance up to 4x salary Location: Dual site, Highbridge and Devizes Ways of Working: Hybrid (Circa 4 days per week in the office) Hours of work: 08:30am-17:00pm (flexible as per business needs) Contract Type: Permanent Why Greencore? Following the combination with Bakkavor in January 2026, we're one of the UK's leading creators of convenience food, driven by a simple purpose: to make every day taste better. As a vibrant and fast-moving business, we're proud to employ over 28,000 talented colleagues across 36 manufacturing sites and 21 distribution depots in the UK and the US. Together, we bring delicious food to life. Our products cover every meal occasion from breakfast through to dinner and dessert, with lunch and snacking in between. In FY25, our shared passion helped us achieve combined revenues of approximately £4bn. Our extensive direct to store (DTS) network, with 17 depots across the UK, allows us to deliver fresh and frozen food both our own and from trusted partners to thousands of stores every day, ensuring consumers enjoy the very best, whenever and wherever they shop. The Sites You'll be Partnering Our Highbridge (Somerset) and Devizes (Wiltshire) sites form a key part of our chilled desserts business. Highbridge specialises in cheesecakes, tarts and sponges, while Devizes produces tarts, doughnuts, crumbles, pies and pastries. Together employing over 1,150 colleagues , the sites operate in fast-paced manufacturing environment, delivering high-quality products to all major retail customers across the UK. What you'll be doing In this busy and exciting role you will work closely with site leadership to deploy the people strategy, acting as a trusted adviser who drives engagement, capability and high impact people solutions that support business performance in a fast paced operational environment. Role Accountabilities • Partner with site and functional leaders to deploy people priorities, providing pragmatic advice, challenge and insight to support effective leadership and delivery of business objectives • Lead, coach and develop the site people team, setting clear direction and creating a positive, inclusive and high performing team culture • Drive colleague engagement, communication and colleague voice activity, using feedback and surveys to deliver meaningful site level improvements • Lead day to day employee relations activity, including effective engagement with trade unions or colleague representatives, ensuring fair, consistent and timely outcomes • Support talent, succession and development activity at site level in partnership with Centres of Excellence, ensuring strong pipelines for critical roles • Support and embed organisational change and continuous improvement initiatives, managing people impacts to ensure sustainable adoption • Ensure compliance with employment legislation, data protection, people policies and human rights standards, proactively managing and escalating people risks • Build line manager capability through coaching and support, enabling effective performance management and high - quality people conversations What we're looking for • CIPD qualified (MCIPD/FCIPD) • Proven experience in a senior HR or people leadership role, ideally within a manufacturing or distribution environment • Strong working knowledge of UK employment legislation and employee relations • Experience leading and developing high - performing, diverse teams • Proactive, organised and able to work flexibly in a fast - paced environment • Confident communicator with the credibility to challenge and influence senior stakeholders At Greencore we put our people at the core. We celebrate their differences and help everyone to be themselves at work. Together we make every day taste better. If this sounds like you, join us and grow with Greencore, and be a part of driving our future success. What you'll get in return • Competitive salary and job-related benefits incl. bonus and car allowance • Holidays • Competitive matched pension contributions • Life insurance up to 4x salary • Company share save scheme • Greencore Qualifications • Exclusive Greencore employee discount platform • Access to a full Wellbeing Centre platform • Enhanced parental leave and menopause policies Throughout your time at Greencore, you will be supported with on - the - job training and development opportunities to further your career. Greencore and its recruitment partners never charge candidates any fees at any stage of the hiring process. Any request for payment relating to a job opportunity should be considered fraudulent.
Commercial Claims Handler / Claims Executive Location: South West London - (Hybrid - 3 days office/client visits) Salary: £30,000 - £60,000 DOE Benefits: Hybrid working Fully funded CII support Ongoing technical development and mentoring Private medical support Employee Assistance Programme Wellbeing initiatives Collaborative team environment About the Company: Our client is a well-established, growing independent commercial insurance broker that forms part of a major international insurance group. Having built an excellent reputation for client service across the commercial insurance market, they continue to win significant new business and invest in their specialist teams. Following continued growth, they're looking to strengthen their Commercial Claims team with either an experienced Claims Handler or a more client-facing Claims Executive. The role can be shaped around the right individual, offering genuine autonomy, career development and exposure to a varied portfolio of commercial clients. Role Summary: This is an opportunity to join a highly regarded commercial claims team where you'll play an important role in delivering exceptional service to a broad portfolio of corporate and SME clients. Whether your strengths lie in managing a busy claims caseload or acting as the dedicated claims contact for a portfolio of clients, you'll work across a diverse range of commercial risks while becoming a trusted adviser throughout the claims process. The team prides itself on delivering outstanding client outcomes and is looking for someone who shares that mindset, someone proactive, collaborative and genuinely passionate about providing an excellent claims experience. Key Responsibilities: Manage commercial insurance claims from first notification through to settlement across a broad range of commercial risks. Build trusted relationships with clients, insurers, loss adjusters and third parties to deliver positive claims outcomes. Review policy cover, negotiate settlements and provide technical guidance throughout the claims lifecycle. Support clients with complex claims, ensuring clear communication and proactive case management. Identify claims trends and contribute towards improving service delivery and client risk management. Attend client meetings where required, providing technical claims expertise and strengthening long-term relationships. Requirements: Previous experience handling commercial insurance claims Experience gained within a broker, insurer or loss adjusting environment is welcomed Good knowledge across commercial classes such as Property, EL, PL and wider commercial claims, less relevant are the motor and financial lines areas Strong client communication and relationship management skills Organised with the ability to manage multiple priorities A proactive approach with a genuine desire to deliver outstanding customer service Comfortable working collaboratively within a close-knit team Acturis experience would be advantageous but is not essential CII qualified or working towards qualifications is beneficial but not essential If this role isn't quite right, it's still worth speaking to one of our specialist team-we may be working on something that hasn't hit the market yet. Related Job Titles: Commercial Claims Handler Claims Executive Senior Claims Handler Commercial Claims Executive Corporate Claims Handler
Jul 27, 2026
Full time
Commercial Claims Handler / Claims Executive Location: South West London - (Hybrid - 3 days office/client visits) Salary: £30,000 - £60,000 DOE Benefits: Hybrid working Fully funded CII support Ongoing technical development and mentoring Private medical support Employee Assistance Programme Wellbeing initiatives Collaborative team environment About the Company: Our client is a well-established, growing independent commercial insurance broker that forms part of a major international insurance group. Having built an excellent reputation for client service across the commercial insurance market, they continue to win significant new business and invest in their specialist teams. Following continued growth, they're looking to strengthen their Commercial Claims team with either an experienced Claims Handler or a more client-facing Claims Executive. The role can be shaped around the right individual, offering genuine autonomy, career development and exposure to a varied portfolio of commercial clients. Role Summary: This is an opportunity to join a highly regarded commercial claims team where you'll play an important role in delivering exceptional service to a broad portfolio of corporate and SME clients. Whether your strengths lie in managing a busy claims caseload or acting as the dedicated claims contact for a portfolio of clients, you'll work across a diverse range of commercial risks while becoming a trusted adviser throughout the claims process. The team prides itself on delivering outstanding client outcomes and is looking for someone who shares that mindset, someone proactive, collaborative and genuinely passionate about providing an excellent claims experience. Key Responsibilities: Manage commercial insurance claims from first notification through to settlement across a broad range of commercial risks. Build trusted relationships with clients, insurers, loss adjusters and third parties to deliver positive claims outcomes. Review policy cover, negotiate settlements and provide technical guidance throughout the claims lifecycle. Support clients with complex claims, ensuring clear communication and proactive case management. Identify claims trends and contribute towards improving service delivery and client risk management. Attend client meetings where required, providing technical claims expertise and strengthening long-term relationships. Requirements: Previous experience handling commercial insurance claims Experience gained within a broker, insurer or loss adjusting environment is welcomed Good knowledge across commercial classes such as Property, EL, PL and wider commercial claims, less relevant are the motor and financial lines areas Strong client communication and relationship management skills Organised with the ability to manage multiple priorities A proactive approach with a genuine desire to deliver outstanding customer service Comfortable working collaboratively within a close-knit team Acturis experience would be advantageous but is not essential CII qualified or working towards qualifications is beneficial but not essential If this role isn't quite right, it's still worth speaking to one of our specialist team-we may be working on something that hasn't hit the market yet. Related Job Titles: Commercial Claims Handler Claims Executive Senior Claims Handler Commercial Claims Executive Corporate Claims Handler
Financial Adviser Bristol (also Taunton / Cheltenham options) £40,000 £45,000 + 40% New Business Bonus This is a servicing-focused Financial Adviser role within a growing wealth management business, managing an established client portfolio and delivering ongoing financial planning advice across pensions, investments and wider wealth planning needs. The role will suit either a newly qualified adviser ready to step into client-facing work, or an experienced adviser or banker looking for a more structured environment focused on client servicing. Full training will be provided. You ll be given an allocated client bank and the support to manage and develop those relationships over time, with full administrative and technical backing from an experienced team. This is not a cold-calling or self-generated business development role. The focus is on delivering high-quality advice, maintaining strong client relationships, and ensuring consistent ongoing service. What you'll need Level 4 Diploma in Financial Planning (or equivalent) Driving License Confident client communicator Organised and detail-focused approach Ability to work within a structured advisory process Package £40,000-£45,000 basic + bonus 30 days holiday + bank holidays + Christmas closure Birthday day off Pension scheme Study support and professional development Employee assistance programme This is an opportunity to join a well-supported advisory environment where the emphasis is on delivering consistent, high-quality financial planning rather than volume-driven sales activity.
Jul 27, 2026
Full time
Financial Adviser Bristol (also Taunton / Cheltenham options) £40,000 £45,000 + 40% New Business Bonus This is a servicing-focused Financial Adviser role within a growing wealth management business, managing an established client portfolio and delivering ongoing financial planning advice across pensions, investments and wider wealth planning needs. The role will suit either a newly qualified adviser ready to step into client-facing work, or an experienced adviser or banker looking for a more structured environment focused on client servicing. Full training will be provided. You ll be given an allocated client bank and the support to manage and develop those relationships over time, with full administrative and technical backing from an experienced team. This is not a cold-calling or self-generated business development role. The focus is on delivering high-quality advice, maintaining strong client relationships, and ensuring consistent ongoing service. What you'll need Level 4 Diploma in Financial Planning (or equivalent) Driving License Confident client communicator Organised and detail-focused approach Ability to work within a structured advisory process Package £40,000-£45,000 basic + bonus 30 days holiday + bank holidays + Christmas closure Birthday day off Pension scheme Study support and professional development Employee assistance programme This is an opportunity to join a well-supported advisory environment where the emphasis is on delivering consistent, high-quality financial planning rather than volume-driven sales activity.
This is a broad Senior HR Business Partner role offering the opportunity to act as a trusted adviser to leaders across the business, providing expert support on employee relations, performance management, organisational change and people development. The role combines hands-on operational HR with strategic project work, whilst coaching managers, influencing stakeholders and supporting the delivery of the wider people agenda. Client Details Our client is a growing and people-focused financial services organisation with a strong reputation in its sector. The business is committed to developing leadership capability, enhancing employee engagement and continuing to build a high-performing culture. HR plays a key role in supporting the organisation's strategic objectives, with strong visibility and influence across the wider business. Description Act as a trusted HR partner, providing expert advice and guidance to managers across a broad range of people matters. Support the delivery of business objectives through effective HR business partnering and practical people solutions. Lead and manage complex employee relations cases, ensuring commercially focused and legally compliant outcomes. Coach and develop managers to build confidence and capability in managing performance, engagement and employee issues. Design and deliver training and development initiatives to strengthen leadership and management capability. Support organisational change, restructuring activities and wider business transformation projects. Contribute to the delivery of the HR Business Plan and key people initiatives. Partner with stakeholders across the business to drive a positive and high-performing culture. Mentor and support junior members of the HR team, sharing knowledge and best practice. Maintain up-to-date knowledge of employment legislation and HR best practice. Utilise HR systems and data to support decision-making and drive continuous improvement. Travel to other business locations as required. Profile CIPD qualified HR professional with a strong generalist HR background. Proven experience operating in a fast-paced, commercially focused environment, ideally within Financial Services or another regulated sector. Strong employee relations expertise, with the ability to manage complex and sensitive cases independently. Demonstrable experience across the full employee life cycle, including recruitment, performance management, talent development and organisational change. Excellent coaching and influencing skills, with a track record of building management capability and partnering effectively with senior stakeholders. Commercially minded and pragmatic, able to balance business needs with employee experience and risk management. Comfortable working autonomously while collaborating effectively within a wider HR team. Experience mentoring or developing junior HR colleagues. Strong understanding of employment law and HR best practice. Confident using HR systems and data to support decision-making, with Workday experience highly desirable. Resilient, proactive and solutions-focused, with the ability to perform effectively under pressure and manage competing priorities. Job Offer Competitive salary of 65,000 - 75,000. Opportunity to join a growing and well-regarded financial services organisation. Broad Senior HR Business Partner role with a strong mix of strategic and operational responsibility. Exposure to senior leadership teams and the opportunity to influence key business decisions. Involvement in organisational change, people strategy and high-impact HR projects. Collaborative and supportive working environment with a strong people-focused culture. Opportunity to coach and develop leaders across the business while continuing to build your own career. Varied role offering autonomy, visibility and the chance to make a tangible impact. Comprehensive benefits package, including pension, holiday entitlement and other flexible benefits.
Jul 27, 2026
Full time
This is a broad Senior HR Business Partner role offering the opportunity to act as a trusted adviser to leaders across the business, providing expert support on employee relations, performance management, organisational change and people development. The role combines hands-on operational HR with strategic project work, whilst coaching managers, influencing stakeholders and supporting the delivery of the wider people agenda. Client Details Our client is a growing and people-focused financial services organisation with a strong reputation in its sector. The business is committed to developing leadership capability, enhancing employee engagement and continuing to build a high-performing culture. HR plays a key role in supporting the organisation's strategic objectives, with strong visibility and influence across the wider business. Description Act as a trusted HR partner, providing expert advice and guidance to managers across a broad range of people matters. Support the delivery of business objectives through effective HR business partnering and practical people solutions. Lead and manage complex employee relations cases, ensuring commercially focused and legally compliant outcomes. Coach and develop managers to build confidence and capability in managing performance, engagement and employee issues. Design and deliver training and development initiatives to strengthen leadership and management capability. Support organisational change, restructuring activities and wider business transformation projects. Contribute to the delivery of the HR Business Plan and key people initiatives. Partner with stakeholders across the business to drive a positive and high-performing culture. Mentor and support junior members of the HR team, sharing knowledge and best practice. Maintain up-to-date knowledge of employment legislation and HR best practice. Utilise HR systems and data to support decision-making and drive continuous improvement. Travel to other business locations as required. Profile CIPD qualified HR professional with a strong generalist HR background. Proven experience operating in a fast-paced, commercially focused environment, ideally within Financial Services or another regulated sector. Strong employee relations expertise, with the ability to manage complex and sensitive cases independently. Demonstrable experience across the full employee life cycle, including recruitment, performance management, talent development and organisational change. Excellent coaching and influencing skills, with a track record of building management capability and partnering effectively with senior stakeholders. Commercially minded and pragmatic, able to balance business needs with employee experience and risk management. Comfortable working autonomously while collaborating effectively within a wider HR team. Experience mentoring or developing junior HR colleagues. Strong understanding of employment law and HR best practice. Confident using HR systems and data to support decision-making, with Workday experience highly desirable. Resilient, proactive and solutions-focused, with the ability to perform effectively under pressure and manage competing priorities. Job Offer Competitive salary of 65,000 - 75,000. Opportunity to join a growing and well-regarded financial services organisation. Broad Senior HR Business Partner role with a strong mix of strategic and operational responsibility. Exposure to senior leadership teams and the opportunity to influence key business decisions. Involvement in organisational change, people strategy and high-impact HR projects. Collaborative and supportive working environment with a strong people-focused culture. Opportunity to coach and develop leaders across the business while continuing to build your own career. Varied role offering autonomy, visibility and the chance to make a tangible impact. Comprehensive benefits package, including pension, holiday entitlement and other flexible benefits.
Regional HR Business Partner Salary: Up to 60,000 Contract: Full Time, Permanent Office Location: Chorley or Halifax with travel to other sites Ashley Kate are delighted to be partnering with a highly successful and fast-growing professional services organisation as they look to appoint an experienced Regional HR Business Partner. This is a fantastic opportunity for a commercially focused HR professional who can operate confidently at both a strategic and operational level, partnering with senior leaders whilst remaining hands-on in delivering key people initiatives. Reporting directly to the Chief People Officer, you will play a pivotal role in shaping and delivering the people agenda across multiple regions, supporting business growth, organisational change and transformational projects. This role will be looking after 8 sites in the North West and North region and so multi site experience is essential. As a trusted adviser to regional leadership teams, you will provide expert HR support across the full employee lifecycle, balancing strategic workforce planning with day-to-day operational HR delivery. Key responsibilities will include: Partnering with Partners, Directors and Regional Leaders to understand business objectives and develop people strategies that drive performance and growth. Providing expert guidance and support on complex employee relations matters, ensuring risk is managed effectively. Leading and supporting organisational change programmes, including restructures, business transformation and cultural initiatives. Contributing to M&A activity, including due diligence, integration planning and post-acquisition people strategy. Driving talent development initiatives, succession planning and employee engagement programmes. Leading the design and implementation of career frameworks that support employee development, retention and internal progression. Championing HR transformation projects, including the implementation and optimisation of HRIS platforms and people technology solutions. Using people data and insights to inform decision-making and influence business outcomes. Coaching and developing leaders to build capability and drive high-performance teams. We are keen to speak with experienced HR professionals who thrive in dynamic, growing environments and can demonstrate a strong blend of strategic thinking and operational delivery. To be successful, you will have: Proven experience operating as an HR Business Partner within a professional services or similar fast-paced environment. Experience working at both a strategic and operational level, influencing senior stakeholders whilst remaining hands-on in delivery. Exposure to mergers and acquisitions, including people due diligence, integration and change management activity. Experience leading or supporting the development and implementation of career frameworks. A track record of successfully delivering HRIS implementation and transformation projects. Strong employee relations expertise with the ability to manage complex and sensitive cases. Demonstrable experience in organisational change, talent development and workforce planning. Excellent stakeholder management skills with the ability to challenge, influence and build credibility at senior levels. Commercial acumen and a strong understanding of the challenges facing growing professional services organisations. CIPD Level 7 qualification or equivalent experience would be advantageous. This is an exciting opportunity to join an ambitious and expanding organisation where you will have genuine influence over the people agenda, work closely with senior leadership and play a key role in supporting continued growth and transformation. For a confidential discussion and further information, please get in touch with Jacqui Wall About Us We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options. We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies Privacy Notice.
Jul 27, 2026
Full time
Regional HR Business Partner Salary: Up to 60,000 Contract: Full Time, Permanent Office Location: Chorley or Halifax with travel to other sites Ashley Kate are delighted to be partnering with a highly successful and fast-growing professional services organisation as they look to appoint an experienced Regional HR Business Partner. This is a fantastic opportunity for a commercially focused HR professional who can operate confidently at both a strategic and operational level, partnering with senior leaders whilst remaining hands-on in delivering key people initiatives. Reporting directly to the Chief People Officer, you will play a pivotal role in shaping and delivering the people agenda across multiple regions, supporting business growth, organisational change and transformational projects. This role will be looking after 8 sites in the North West and North region and so multi site experience is essential. As a trusted adviser to regional leadership teams, you will provide expert HR support across the full employee lifecycle, balancing strategic workforce planning with day-to-day operational HR delivery. Key responsibilities will include: Partnering with Partners, Directors and Regional Leaders to understand business objectives and develop people strategies that drive performance and growth. Providing expert guidance and support on complex employee relations matters, ensuring risk is managed effectively. Leading and supporting organisational change programmes, including restructures, business transformation and cultural initiatives. Contributing to M&A activity, including due diligence, integration planning and post-acquisition people strategy. Driving talent development initiatives, succession planning and employee engagement programmes. Leading the design and implementation of career frameworks that support employee development, retention and internal progression. Championing HR transformation projects, including the implementation and optimisation of HRIS platforms and people technology solutions. Using people data and insights to inform decision-making and influence business outcomes. Coaching and developing leaders to build capability and drive high-performance teams. We are keen to speak with experienced HR professionals who thrive in dynamic, growing environments and can demonstrate a strong blend of strategic thinking and operational delivery. To be successful, you will have: Proven experience operating as an HR Business Partner within a professional services or similar fast-paced environment. Experience working at both a strategic and operational level, influencing senior stakeholders whilst remaining hands-on in delivery. Exposure to mergers and acquisitions, including people due diligence, integration and change management activity. Experience leading or supporting the development and implementation of career frameworks. A track record of successfully delivering HRIS implementation and transformation projects. Strong employee relations expertise with the ability to manage complex and sensitive cases. Demonstrable experience in organisational change, talent development and workforce planning. Excellent stakeholder management skills with the ability to challenge, influence and build credibility at senior levels. Commercial acumen and a strong understanding of the challenges facing growing professional services organisations. CIPD Level 7 qualification or equivalent experience would be advantageous. This is an exciting opportunity to join an ambitious and expanding organisation where you will have genuine influence over the people agenda, work closely with senior leadership and play a key role in supporting continued growth and transformation. For a confidential discussion and further information, please get in touch with Jacqui Wall About Us We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options. We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies Privacy Notice.
Enterprise Customer Success Employee Relations HR Technology Strategic & Value-add Account Relationships Help Some of the UK's Biggest Employers Transform Employee Relations Do you enjoy building trusted relationships with senior HR leaders and helping organisations navigate complex employee relations challenges? Are you CIPD Level 5 qualified or above , with 5+ years experience across employee relations, HR or people advisory, and have a strong understanding of UK employment law and the commercial instinct to spot opportunities to create greater customer value? Do you have experience growing customer relationships and ARR through strategic upselling and cross-selling, ideally within B2B SaaS or professional services? Looking for a role where you can influence strategic HR conversations, strengthen long-term partnerships and help enterprise organisations get the very best from their HR technology and advisory services? At AdviserPlus , we re looking for 2x experienced Customer Success Managers to become a trusted strategic partner to some of the UK s best-known employers. The Role at a Glance ER / HR Customer Success Manager Remote Working Occasional Travel to our Ellesmere Port, Cheshire office & Client Sites £50,454 - £65,454 37.5 Hours per Week Flexible Working Between 8:00am-7:00pm Monday-Friday Reporting to: Head of Customer Success Pedigree: UK's Leading Provider of HR Technology, Consulting & Advisory Services Clients Include: Currys, Wickes, Network Rail, Sainsbury's, Pret A Manger and more Your Background / Skills: Customer Success, Employee Relations, HR Technology, HR Consulting, HR Business Partnering, Enterprise Account Management, Employment Law, Commercial Account Growth, Stakeholder Management Qualifications: CIPD Level 5+ or equivalent HR qualification highly desirable About Us At AdviserPlus, we help organisations unlock the full potential of their people through award-winning HR technology, consultancy and advisory services. By combining cloud technology, data insight and genuine HR expertise, we help some of the UK's largest employers simplify employee relations, reduce people risk and build stronger workplace cultures. Unlike businesses that simply sell software into HR teams, we understand HR because Employee Relations is at the heart of everything we do. Our award-winning SaaS platform, empower , alongside our consultancy and advisory services, enables organisations to manage people matters with greater confidence, consistency and efficiency, delivering meaningful outcomes for some of the UK's most recognised brands. The Opportunity As a Customer Success Manager, you'll become the trusted strategic partner for a portfolio of enterprise customers across our outsourced Employee Relations, HR software and combined service offerings. This is far more than a traditional account management role. You'll build strong relationships with HR Directors, Employee Relations leaders and senior stakeholders, taking time to understand each organisation's people strategy, operational priorities and upcoming change initiatives. Whether customers are planning restructures, redundancy programmes, policy reviews, organisational change or wider Employee Relations transformation, you'll ensure AdviserPlus is positioned to provide the right combination of technology, advisory support and professional services to help them achieve their objectives. Where You'll Add Value • Build trusted, long-term relationships with senior HR, Employee Relations and Transformation stakeholders. • Act as the strategic lead across your customer portfolio, ensuring an exceptional customer experience. • Lead Quarterly Service Reviews, Annual Service Reviews and strategic planning sessions. • Develop tailored Customer Success Plans aligned to each customer's people strategy, Employee Relations priorities and commercial objectives. • Identify opportunities to grow customer accounts through additional software, advisory services, consultancy and professional services. • Monitor customer health, product adoption, Employee Relations trends and account activity to proactively identify risks and opportunities. • Translate Employee Relations insight, workforce trends and customer data into meaningful strategic recommendations. • Partner closely with Sales, Product, Marketing, Professional Services and Support teams to deliver joined-up customer outcomes. • Drive customer retention while contributing towards Net Revenue Retention and long-term account growth. • Champion customer feedback internally, helping shape future products and services. About You You'll probably come from an Employee Relations, HR or HR Technology background and enjoy becoming a trusted advisor to your customers rather than simply managing accounts. You'll be commercially minded, naturally curious and confident engaging with senior HR stakeholders, helping them solve business challenges while identifying opportunities to deliver even greater value. You'll likely bring: • 5+ years' experience within Employee Relations, HR, People Advisory or HR Consultancy. • Customer Success, Account Management or client-facing experience within HR Technology, SaaS or Professional Services. • CIPD Level 5 or above, or equivalent HR qualification. • Strong working knowledge of UK Employment Law and Employee Relations best practice. • Experience building relationships with senior HR leaders and enterprise stakeholders. • Excellent communication, presentation and influencing skills. • Commercial awareness with experience identifying upsell and cross-sell opportunities. • Strong analytical skills with the ability to interpret customer data and provide strategic recommendations. • Experience using CRM platforms such as HubSpot or Salesforce. • The ability to balance multiple priorities within a fast-paced customer environment. • A proactive, collaborative and customer-first approach. Why Join AdviserPlus? • Join one of the UK's leading HR technology and advisory businesses. • Partner with some of the UK's best-known enterprise organisations. • Remote-first working with flexibility built into the role. • Competitive salary and comprehensive benefits package. • Pension Scheme. • Life Assurance. • Health Cashback Plan. • Employee Assistance Programme. • Holiday Purchase Scheme. • Professional Qualification Support. • Professional Membership Contributions. • Volunteering Days. • Long Service Awards. • Genuine opportunities for career development within a growing, award-winning business. Your Experience May Include Customer Success Manager, Senior Customer Success Manager, Enterprise Customer Success Manager, HR Business Partner, Employee Relations Consultant, Employee Relations Manager, HR Consultant, HR Technology Consultant, HR SaaS Customer Success Manager, Client Success Manager, Strategic Account Manager, Enterprise Account Manager, People Consultant or HR Advisory Consultant. Apply Now If you're excited by the opportunity to combine Employee Relations expertise, strategic customer partnership and commercial account growth within one of the UK's leading HR technology businesses, we'd love to hear from you. Application notice We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details.
Jul 26, 2026
Full time
Enterprise Customer Success Employee Relations HR Technology Strategic & Value-add Account Relationships Help Some of the UK's Biggest Employers Transform Employee Relations Do you enjoy building trusted relationships with senior HR leaders and helping organisations navigate complex employee relations challenges? Are you CIPD Level 5 qualified or above , with 5+ years experience across employee relations, HR or people advisory, and have a strong understanding of UK employment law and the commercial instinct to spot opportunities to create greater customer value? Do you have experience growing customer relationships and ARR through strategic upselling and cross-selling, ideally within B2B SaaS or professional services? Looking for a role where you can influence strategic HR conversations, strengthen long-term partnerships and help enterprise organisations get the very best from their HR technology and advisory services? At AdviserPlus , we re looking for 2x experienced Customer Success Managers to become a trusted strategic partner to some of the UK s best-known employers. The Role at a Glance ER / HR Customer Success Manager Remote Working Occasional Travel to our Ellesmere Port, Cheshire office & Client Sites £50,454 - £65,454 37.5 Hours per Week Flexible Working Between 8:00am-7:00pm Monday-Friday Reporting to: Head of Customer Success Pedigree: UK's Leading Provider of HR Technology, Consulting & Advisory Services Clients Include: Currys, Wickes, Network Rail, Sainsbury's, Pret A Manger and more Your Background / Skills: Customer Success, Employee Relations, HR Technology, HR Consulting, HR Business Partnering, Enterprise Account Management, Employment Law, Commercial Account Growth, Stakeholder Management Qualifications: CIPD Level 5+ or equivalent HR qualification highly desirable About Us At AdviserPlus, we help organisations unlock the full potential of their people through award-winning HR technology, consultancy and advisory services. By combining cloud technology, data insight and genuine HR expertise, we help some of the UK's largest employers simplify employee relations, reduce people risk and build stronger workplace cultures. Unlike businesses that simply sell software into HR teams, we understand HR because Employee Relations is at the heart of everything we do. Our award-winning SaaS platform, empower , alongside our consultancy and advisory services, enables organisations to manage people matters with greater confidence, consistency and efficiency, delivering meaningful outcomes for some of the UK's most recognised brands. The Opportunity As a Customer Success Manager, you'll become the trusted strategic partner for a portfolio of enterprise customers across our outsourced Employee Relations, HR software and combined service offerings. This is far more than a traditional account management role. You'll build strong relationships with HR Directors, Employee Relations leaders and senior stakeholders, taking time to understand each organisation's people strategy, operational priorities and upcoming change initiatives. Whether customers are planning restructures, redundancy programmes, policy reviews, organisational change or wider Employee Relations transformation, you'll ensure AdviserPlus is positioned to provide the right combination of technology, advisory support and professional services to help them achieve their objectives. Where You'll Add Value • Build trusted, long-term relationships with senior HR, Employee Relations and Transformation stakeholders. • Act as the strategic lead across your customer portfolio, ensuring an exceptional customer experience. • Lead Quarterly Service Reviews, Annual Service Reviews and strategic planning sessions. • Develop tailored Customer Success Plans aligned to each customer's people strategy, Employee Relations priorities and commercial objectives. • Identify opportunities to grow customer accounts through additional software, advisory services, consultancy and professional services. • Monitor customer health, product adoption, Employee Relations trends and account activity to proactively identify risks and opportunities. • Translate Employee Relations insight, workforce trends and customer data into meaningful strategic recommendations. • Partner closely with Sales, Product, Marketing, Professional Services and Support teams to deliver joined-up customer outcomes. • Drive customer retention while contributing towards Net Revenue Retention and long-term account growth. • Champion customer feedback internally, helping shape future products and services. About You You'll probably come from an Employee Relations, HR or HR Technology background and enjoy becoming a trusted advisor to your customers rather than simply managing accounts. You'll be commercially minded, naturally curious and confident engaging with senior HR stakeholders, helping them solve business challenges while identifying opportunities to deliver even greater value. You'll likely bring: • 5+ years' experience within Employee Relations, HR, People Advisory or HR Consultancy. • Customer Success, Account Management or client-facing experience within HR Technology, SaaS or Professional Services. • CIPD Level 5 or above, or equivalent HR qualification. • Strong working knowledge of UK Employment Law and Employee Relations best practice. • Experience building relationships with senior HR leaders and enterprise stakeholders. • Excellent communication, presentation and influencing skills. • Commercial awareness with experience identifying upsell and cross-sell opportunities. • Strong analytical skills with the ability to interpret customer data and provide strategic recommendations. • Experience using CRM platforms such as HubSpot or Salesforce. • The ability to balance multiple priorities within a fast-paced customer environment. • A proactive, collaborative and customer-first approach. Why Join AdviserPlus? • Join one of the UK's leading HR technology and advisory businesses. • Partner with some of the UK's best-known enterprise organisations. • Remote-first working with flexibility built into the role. • Competitive salary and comprehensive benefits package. • Pension Scheme. • Life Assurance. • Health Cashback Plan. • Employee Assistance Programme. • Holiday Purchase Scheme. • Professional Qualification Support. • Professional Membership Contributions. • Volunteering Days. • Long Service Awards. • Genuine opportunities for career development within a growing, award-winning business. Your Experience May Include Customer Success Manager, Senior Customer Success Manager, Enterprise Customer Success Manager, HR Business Partner, Employee Relations Consultant, Employee Relations Manager, HR Consultant, HR Technology Consultant, HR SaaS Customer Success Manager, Client Success Manager, Strategic Account Manager, Enterprise Account Manager, People Consultant or HR Advisory Consultant. Apply Now If you're excited by the opportunity to combine Employee Relations expertise, strategic customer partnership and commercial account growth within one of the UK's leading HR technology businesses, we'd love to hear from you. Application notice We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details.
Senior IFA Administrator Due to continued success, our client is seeking an ambitious, proactive, and dedicated Senior IFA Administrator to join their well established and growing team on a permanent basis. The IFA Administrator will work closely with the Financial Planners and Client Service Team in analysing a client's existing arrangements, researching potential solutions, using cashflow modelling and preparing recommendation reports and documents required to allow the Financial Planner to present solutions to their client, and for the client to proceed with those recommendations if agreed. They will also liaise with external paraplanners / technical teams and product providers. Key responsibilities will include: To provide efficient administration, to assist the Advisers in the procurement and processing of new business and the servicing of existing clients. Produce the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations Process all new business documentation in accordance with the agreed service and quality standards. To deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards. To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser and the clients. The successful candidate will demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work This is an exceptional opportunity to join a highly reputable firm who firmly believe in employee development and offer genuine scope for progression
Jul 26, 2026
Full time
Senior IFA Administrator Due to continued success, our client is seeking an ambitious, proactive, and dedicated Senior IFA Administrator to join their well established and growing team on a permanent basis. The IFA Administrator will work closely with the Financial Planners and Client Service Team in analysing a client's existing arrangements, researching potential solutions, using cashflow modelling and preparing recommendation reports and documents required to allow the Financial Planner to present solutions to their client, and for the client to proceed with those recommendations if agreed. They will also liaise with external paraplanners / technical teams and product providers. Key responsibilities will include: To provide efficient administration, to assist the Advisers in the procurement and processing of new business and the servicing of existing clients. Produce the all relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations and valuations Process all new business documentation in accordance with the agreed service and quality standards. To deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. To deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards. To develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser and the clients. The successful candidate will demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work This is an exceptional opportunity to join a highly reputable firm who firmly believe in employee development and offer genuine scope for progression
Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We re Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays - Death in Service - Private Medical Insurance - Group Income Protection - Employee Assistance Program - Medicash - Private Pension - Discretionary 10% company annual bonus - Hybrid/Work from home - Full support for further professional qualifications. Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!
Jul 25, 2026
Full time
Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We re Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays - Death in Service - Private Medical Insurance - Group Income Protection - Employee Assistance Program - Medicash - Private Pension - Discretionary 10% company annual bonus - Hybrid/Work from home - Full support for further professional qualifications. Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!
Employee Benefits Administrator 27,000 - 29,000 P.A (DOE) Full Time, Permanent Peterborough We are looking for someone who is seeking a long-term career opportunity! Our client focuses on delivering high-quality service and building long-term relationships within financial services and group risk schemes. They are looking to recruit an Employee Benefits Administrator to join their growing team. The role involves supporting advisers, managing a portfolio of clients, and ensuring all clients receive a high standard of service. This is an excellent opportunity for someone who is client-focused and wanting to forge themselves a real career path. Key Responsibilities: Provide day-to-day administrative support to the Employee Benefits team. Liaise professionally with clients, HR and Payroll representatives, and external providers via telephone and email. Respond to internal and external enquiries promptly. Act as the main point of contact for allocated cases, managing communications between clients, advisers and product providers. Process new business applications, policy amendments and annual renewals. Support the onboarding of new clients. Analyse and review departmental data. Maintain a strong working knowledge of healthcare and group risk products. Provide additional administrative and operational support to the Head of Employee Benefits Administration and Head of Employee Benefits Advice as required. Experience Required: Experience working in Administration, Insurance, HR, Financial Services, or Employee Benefits. Excellent time management and organisational skills with the ability to prioritise workloads. Strong analytical skills and attention to detail. Exceptional written and verbal communication skills. Ability to work independently with minimal supervision. Client-focused with the ability to address and resolve queries effectively. Benefits: 27,000 - 29,000 P.A (dependent on experience) Monday - Friday, 9:00am - 5:30pm (flexible start and finish times) 20 days holiday (increasing with service up to 30 days) plus bank holidays and Christmas closure On-site parking Pension scheme - 5% matched contribution and National Insurance kickback Death in Service - life cover up to 4x annual salary Critical Illness Cover - up to 2x annual salary Dental scheme Private Medical Insurance Lunch paid for by company Exam support for professional qualifications If you are interested in this Employee Benefits Administrator position, please apply within. Applications from outside the UK will not be considered .
Jul 25, 2026
Full time
Employee Benefits Administrator 27,000 - 29,000 P.A (DOE) Full Time, Permanent Peterborough We are looking for someone who is seeking a long-term career opportunity! Our client focuses on delivering high-quality service and building long-term relationships within financial services and group risk schemes. They are looking to recruit an Employee Benefits Administrator to join their growing team. The role involves supporting advisers, managing a portfolio of clients, and ensuring all clients receive a high standard of service. This is an excellent opportunity for someone who is client-focused and wanting to forge themselves a real career path. Key Responsibilities: Provide day-to-day administrative support to the Employee Benefits team. Liaise professionally with clients, HR and Payroll representatives, and external providers via telephone and email. Respond to internal and external enquiries promptly. Act as the main point of contact for allocated cases, managing communications between clients, advisers and product providers. Process new business applications, policy amendments and annual renewals. Support the onboarding of new clients. Analyse and review departmental data. Maintain a strong working knowledge of healthcare and group risk products. Provide additional administrative and operational support to the Head of Employee Benefits Administration and Head of Employee Benefits Advice as required. Experience Required: Experience working in Administration, Insurance, HR, Financial Services, or Employee Benefits. Excellent time management and organisational skills with the ability to prioritise workloads. Strong analytical skills and attention to detail. Exceptional written and verbal communication skills. Ability to work independently with minimal supervision. Client-focused with the ability to address and resolve queries effectively. Benefits: 27,000 - 29,000 P.A (dependent on experience) Monday - Friday, 9:00am - 5:30pm (flexible start and finish times) 20 days holiday (increasing with service up to 30 days) plus bank holidays and Christmas closure On-site parking Pension scheme - 5% matched contribution and National Insurance kickback Death in Service - life cover up to 4x annual salary Critical Illness Cover - up to 2x annual salary Dental scheme Private Medical Insurance Lunch paid for by company Exam support for professional qualifications If you are interested in this Employee Benefits Administrator position, please apply within. Applications from outside the UK will not be considered .
